Return to Administrator's Guide (supplement)
Import/Export Mappings Overview
Import/Export Mappings provide a way to save specific imports or exports. CiviCRM allows you to save the field mappings you create during an Import or Export process so that you can reuse them. This is useful if you need to repeatedly import data from another application or export data for a regular report. You create and modify these mappings during the Import or Export process. You can rename or delete mappings you have saved here.
Save Import/Export Mappings
Rename or Delete Import/Export Mappings
To rename or delete Import/Export Mappings, begin at the Administer CiviCRM page.
In the Configure section, choose Import/Export Mappings.
If you have no saved mappings you will see this message:
If you do have saved mappings you will see a list of existing mappings. You can Edit (rename) or Delete them using the links to the right of each Mapping.
Select Delete to delete the mapping. You will be given the warning:
Select Delete to proceed with the deletion or Cancel to cancel the deletion.
Selecting Edit will bring you to the Edit Mappings page where you can change the name and/or description.
Click Save to save the Mapping name/description.
If successful, you will be returned to the Import/Export Mappings page and see the changes reflected in the list of mappings.